Previous events

All previous events

R03 Revision Course

  • Fri 26 Apr 9:00 am – 4:00 pm
  • Griffiths and Armour Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running a full-day revision course for R03 (Personal Taxation). This is a must for anyone planning to sit the R03 exam.

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Annual General Meeting 2019

  • Wed 17 Apr 5:15 pm – 6:15 pm
  • Hard Days Night Hotel

We need you! (To get down to our AGM, that is...)

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Vulnerable Clients – Vulnerable Business

  • Thu 11 Apr 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Paul Ruscoe, Quilter Cheviot

In the world of pension freedoms, we are constantly being told that clients are living longer and we have to ensure that we provide them a sustainable income so that they can enjoy their retirement. However, what are we doing for those clients who cannot enjoy their retirement.

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Flood and the 3 Rs – Reinstatement, Resilience and Resistance

  • Tue 09 Apr 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Mike Bond, Vericlaim

Flooding is a huge topic for UK insurers. Flood Re is now up and running but there is little appreciation of the next task they face which is to try and deliver a return to risk reflective pricing in a little over 20 years.

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Performing Brilliantly in Business

  • Wed 27 Mar 8:00 am – 12:00 pm
  • Aloft, Liverpool
    • Lisa Akesson, RADA Business
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The Power of Inclusion

  • Wed 13 Mar 5:30 pm – 8:30 pm
  • One Fine Day
    • Irene Afful

It’s time to talk about diversity! This is our first diversity event, hosted with the CISI, which will focus on gender equality, stereotypes and challenges faced by both males and females.

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Vulnerable Customers

  • Tue 12 Mar 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Alan Chandler

The FCA have found following a thematic review that vulnerable customers are often not treated fairly. In fact many Insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurer has loaded rates at renewal. Some of the UK's largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of Insurers and brokers balancing their books on the most vulnerable in our society.

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Caveat Emptor – Let the buyer beware!

  • Thu 07 Mar 12:00 pm – 2:30 pm
  • Tilney BestInvest Offices
    • Gary Potter, BMO Global Asset Management
    • Kelly Prior, BMO Global Asset Management

The advent of the global financial crisis and the resultant quantitative easing program by Central Bankers has created worrying distortions in financial markets. It has also heavily influenced the types of solutions advisers are choosing for their clients and 2019 is likely to be the year where this more recent conventional wisdom will be challenged.

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R02 Revision Course

  • Tue 26 Feb 9:00 am – 4:00 pm
  • Barnett Waddingham Offices
    • Cris Glascow, Glascow Consulting

The Insurance Institute of Liverpool is delighted to announce that we will be running another a full-day revision course for R02 (Investment Principles and Risks). This is a must for anyone planning to sit the R02 exam.

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The Future of Commercial Insurance Broking

  • Tue 12 Feb 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Laura Smith and John Warburton, Konsileo

The Future of Commercial Insurance Broking report was created by co-founder of Konsileo John Warburton alongside the CII and PKF Littlejohn. This report takes a deep dive on how the commercial insurance industry has changed over the last 10 years, as well as looking 10 years into the future and how the industry could evolve over time.

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Insurance Institute of Liverpool Annual Dinner

  • Fri 25 Jan 7:30 pm – 11:00 pm
  • Crowne Plaza
    • Penny Haslam

Carly Dunningham APFS, President of the Insurance Institute of Liverpool is delighted to announce that our Annual Dinner will take place on Friday 25th January 2019 at the Crown Plaza Hotel, Princes Dock, Liverpool, with Pavis Financial Management as our main sponsor.

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Is Content Marketing the best way to engage clients

  • Tue 08 Jan 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Roger Edwards

In this session we’ll look at how to make your business stand out in your area using content marketing. How to engage with clients and build trust so they seek to do business with you.

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Financial Liverpool Christmas Lunch

  • Wed 12 Dec 12:00 pm – 3:00 pm
  • The Athenaeum
    • Olivia Stefanino

Annual Christmas Lunch Join us to celebrate Christmas and welcome in the New Year. As well as providing CPD, this is a social event with an element of fun. A delicious 3 course meal and a glass of wine is included, as well as plenty of fun and games.

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Divorce, Tax and Valuations

  • Thu 06 Dec 8:00 am – 9:30 am
  • Tilney BestInvest Offices
    • Wayne Dutton, PWC

Wayne Dutton and colleagues from PwC will present on a number of valuation and tax issues that are relevant to persons going through a divorce or dissolution of a civil partnership.

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Insurance Institute of Liverpool Christmas Quiz

  • Tue 27 Nov 5:45 pm – 9:00 pm
  • All Bar One

The Insurance Institute of Liverpool are pleased to host our ‘Christmas Jumper Quiz Night’ this November, a fun filled night full all things quizzical! The theme is "All things Christmas" so bring along some festive cheer, and of course a Christmas jumper!

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Fit to drive - Fit for work

  • Tue 13 Nov 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Paul Mountford

Back by popular demand. Insurance Institute of Liverpool are pleased to announce the return of one of our most popular speakers.

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The Dog That Hasn't Barked

  • Thu 01 Nov 12:00 pm – 2:00 pm
  • Tilney BestInvest Offices
    • Andrew Ramsbottom, Tilney

In this topical talk, Andrew Ramsbottom will discussing the current bond and fixed interest landscape

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Annual Lunch and Prizegiving

  • Fri 12 Oct 12:00 pm – 3:00 pm
  • Malmaison
    • Andy Grant
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Overview and outlook for the UK economy

  • Tue 09 Oct 12:00 pm – 1:30 pm
  • Offices, Medicash
    • Brian Sloan, Bank of England

Who should attend: Anyone running a business that is affected by the performance of the UK economy, or by what happens to interest rates and inflation.

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The increasing need for effective care planning

  • Thu 04 Oct 12:00 pm – 2:00 am
  • Barnett Waddingham Offices
    • Simon Harryman

The target audience will be financial planners, paraplanners, accountants, legal professionals and investment managers.

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